Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
6,204
+1,332
+27% +$140K 0.1% 152
2025
Q1
$542K Sell
4,872
-366
-7% -$40.7K 0.08% 161
2024
Q4
$542K Sell
5,238
-1,917
-27% -$198K 0.08% 167
2024
Q3
$800K Sell
7,155
-461
-6% -$51.5K 0.12% 134
2024
Q2
$680K Buy
7,616
+834
+12% +$74.5K 0.12% 132
2024
Q1
$582K Sell
6,782
-89
-1% -$7.64K 0.11% 137
2023
Q4
$567K Sell
6,871
-421
-6% -$34.7K 0.12% 135
2023
Q3
$560K Buy
7,292
+34
+0.5% +$2.61K 0.14% 121
2023
Q2
$507K Buy
7,258
+397
+6% +$27.7K 0.12% 130
2023
Q1
$443K Buy
6,861
+2,271
+49% +$147K 0.11% 146
2022
Q4
$330K Buy
4,590
+524
+13% +$37.7K 0.09% 159
2022
Q3
$228K Buy
+4,066
New +$228K 0.07% 190